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Journey Strategic Wealth’s Insight Enterprises NSIT Stock Holding History

Journey Strategic Wealth’s Portfolio NSIT Stock Details NSIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,082
Closed -$233K – 540
2024
Q3 		$233K Sell
1,082
-20
-2% -$4.12K 0.01% 416
2024
Q2 		$219K Sell
1,102
-59
-5% -$11.5K 0.01% 341
2024
Q1 		$215K Hold
1,161
– – 0.01% 269
2023
Q4 		$206K Buy
+1,161
New +$181K 0.01% 197

Other funds holding NSIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Journey Strategic Wealth's NSIT Position: Q4 2024 in Review

Journey Strategic Wealth sold out of Insight Enterprises (NSIT) in Q4 2024, closing a stake of 1,082 shares — an estimated $233K sold.

Journey Strategic Wealth first reported a position in NSIT in Q4 2023 and held it in 4 quarters. The position peaked at $233K in Q3 2024. 329 funds tracked by Wall St. Rank hold NSIT as of Q4 2024.

  • Journey Strategic Wealth reported no remaining Insight Enterprises position as of Q4 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 1,082 Insight Enterprises shares in Q4 2024, an estimated $233K.
  • Journey Strategic Wealth first reported a position in Insight Enterprises in Q4 2023 and held it in 4 quarters.
  • Journey Strategic Wealth's Insight Enterprises position peaked at $233K in Q3 2024.
  • 329 funds tracked by Wall St. Rank held Insight Enterprises as of Q4 2024.

Based on Journey Strategic Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.